Wealth Management in Columbus, IN

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List of Firms

Columbus, IN Wealth Management Firms

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Budros, Ruhlin & Roe
SEC File# 801-32884
CRD# 106536
5 out of 5
Location 1801 Watermark Dr #300, Columbus, OH 43215, USA
Phone (614) 481-6900
Language http://www.b-r-r.com/
Directions
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Capstone Wealth Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 1070 Polaris Pkwy Ste 130, Columbus, OH 43240, USA
Phone (614) 823-8660
Language https://www.ameripriseadvisors.com/team/capstone-wealth-advisors/?cid=IP_local_google
Directions
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Moon Rock Wealth Management
Location 20 S 3rd St Suite 210, Columbus, OH 43215, USA
Phone (800) 865-1942
Language https://moonrockwm.com/contact/
Directions
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Covington Wealth Management
Location 420 Main St, Columbus, MS 39701, USA
Phone (662) 370-2227
Language http://www.covington-wealth.com/
Directions
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Merrill Lynch Wealth Management
Location 5438 N Hamilton Rd, Columbus, OH 43230, USA
Phone (380) 205-6160
Language https://www.local.ml.com/0508MX
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Stratos Wealth Partners, Ltd.
1 out of 5
Location 300 E Broad St # 530, Columbus, OH 43215, USA
Phone (614) 300-5100
Language http://www.stratoswealthpartners.com/
Directions
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Grant Street Wealth Management
Location 1201 Dublin Rd, Columbus, OH 43215, USA
Phone (614) 766-3621
Language http://www.grantstreetwm.com/
Directions
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McAvoy Kemp Wealth Management, LLC
Location 2121 25th St, Columbus, IN 47201, USA
Phone (812) 376-6463
Language http://mcavoykemp.com/
Directions
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Ross Wealth Advisors
4 out of 5
Location 1093 Fishinger Rd, Columbus, OH 43221, USA
Phone (614) 545-0277
Language http://www.rosswealthadvisors.com/
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Parkview Partners Capital Management (Stratos Columbus)
Location 533 S 3rd St, Columbus, OH 43215, USA
Phone (614) 427-2132
Language https://www.parkviewpcm.com/
Directions
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Baird Private Wealth Management
3 out of 5
Location 4215 Worth Ave #200, Columbus, OH 43219, USA
Phone (614) 629-6900
Language https://columbusoh.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=120
Directions
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ClearCourse Wealth Advisors - Ameriprise Financial Services, LLC
Location 445 Hutchinson Ave Ste 500, Columbus, OH 43235, USA
Phone (614) 987-0087
Language https://www.ameripriseadvisors.com/team/clearcourse-wealth-advisors/?cid=IP_local_google
Directions
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Trinity Financial Advisors LLC
SEC File# 801-81196
CRD# 133191
4 out of 5
Location 760 Communications Pkwy, Columbus, OH 43214, USA
Phone (614) 848-7667
Language http://www.tfadvisors.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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The Joseph Group Capital Management
SEC File# 801-77130
CRD# 165311
Location 300 Marconi Blvd #106, Columbus, OH 43215, USA
Phone (614) 228-4300
Language https://josephgroup.com/
Directions
Wealth Management in Columbus, IN

Where Wealth Management Advisors in Columbus, IN Serve

Nestled in the heart of Indiana, Columbus boasts a plethora of landmarks that are sure to captivate any visitor. The stunning architecture of the Miller House and Garden, designed by Eero Saarinen, is a must-see, and the Bartholomew County Courthouse is a stunning example of Art Deco design. For those looking to explore the great outdoors, the People Trail offers miles of scenic paths for biking, hiking, and jogging. As for top employers, Cummins Inc. is the largest employer in Columbus, providing jobs for over 10,000 people. Other major employers include Faurecia, Toyota Industrial Equipment Manufacturing, and LHP Engineering Solutions. When it comes to major highways and streets, Columbus is conveniently located near Interstate 65, which runs north-south through the city. State Road 46 is another major thoroughfare that runs east-west through Columbus. As for neighborhoods, there are several distinct areas to explore.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Columbus, IN can benefit from a bank in numerous ways. For instance, banks in Columbus, IN can offer loans to residents who need financial assistance. This can be especially helpful for small business owners who need capital to start their businesses or expand their operations. Additionally, banks can provide residents with credit cards, which can be used to make purchases online or in-store. This can be a convenient way for residents to make purchases without having to carry cash. Furthermore, banks in Columbus, IN can also offer investment opportunities to residents who want to grow their wealth. This can include stocks, bonds, and mutual funds. Overall, banks can play a crucial role in helping residents of Columbus, IN achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Columbus, IN can benefit from the expertise of an insurance broker in a multitude of ways. With the city's thriving manufacturing industry, a broker can help individuals and businesses navigate the complexities of workers' compensation insurance and liability coverage. Additionally, with Columbus being home to a large number of retirees, a broker can assist in finding the best options for health and life insurance. Furthermore, with the city's location in the Midwest, where severe weather events are not uncommon, a broker can provide guidance on homeowners' insurance policies that offer protection against tornadoes and other natural disasters. The insurance broker can also help residents understand the various options available for auto insurance, including coverage for uninsured motorists, which is particularly important in Indiana, where the rate of uninsured drivers is higher than the national average. Overall, an insurance broker can provide invaluable assistance to residents of Columbus, IN in navigating the complex world of insurance and finding policies that best meet their needs.

Retirement Planning

Residents of Columbus, IN could greatly benefit from the guidance of a retirement planner. With the city's strong economy and growing population, it's important for individuals to have a solid financial plan in place for their future. A retirement planner can provide expert advice on investment strategies, tax planning, and estate planning, all tailored to the specific needs of Columbus residents. For example, with the city's diverse range of industries, a retirement planner can help individuals navigate the complexities of their company's retirement plans and ensure they are making the most of their benefits. Furthermore, with Columbus being home to a significant number of retirees, a planner can assist with Medicare and Social Security planning, ensuring individuals are maximizing their benefits and minimizing their costs. Overall, working with a retirement planner can provide peace of mind and a clear path forward for individuals in Columbus, IN.

Financial Advisor

Residents of Columbus, IN can benefit from the guidance of a financial advisor in a multitude of ways. For instance, Columbus, IN is home to a diverse population of individuals, ranging from young professionals to retirees. A financial advisor can assist these individuals in setting and achieving their financial goals, such as saving for retirement or purchasing a home. Additionally, Columbus, IN is a hub for small businesses, many of which could benefit from the expertise of a financial advisor in areas such as tax planning, cash flow management, and investment strategies. Furthermore, Columbus, IN is located in an area of the country that experiences extreme weather conditions, such as tornadoes and severe thunderstorms. A financial advisor can help residents prepare for these events by creating an emergency fund and ensuring that their insurance policies provide adequate coverage. Overall, the guidance of a financial advisor can provide a sense of security and peace of mind for residents of Columbus, IN, regardless of their individual financial situations.

Mortgage Loan Officer

Residents of Columbus, IN can benefit from the expertise of a mortgage loan officer in several ways. First and foremost, these professionals can help residents secure the best possible interest rates and loan terms for their home purchase. This is especially important in Columbus, IN, where the real estate market can be highly competitive and prices can vary significantly from one neighborhood to another. Additionally, mortgage loan officers can provide guidance on navigating the complex process of obtaining a mortgage, including helping residents understand the various types of loans available and the documentation required for approval. Finally, these professionals can also offer advice on how to improve credit scores and other financial factors that can impact mortgage eligibility, helping residents achieve their dream of homeownership.

Tax Services

Residents of Columbus, IN can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help individuals in Columbus, IN to navigate the complex tax laws in the state and ensure that they are not overpaying their taxes. Additionally, a tax advisor can provide guidance on how to minimize tax liabilities and maximize deductions, which can ultimately result in significant savings. Moreover, a tax advisor can assist Columbus, IN residents in making informed decisions regarding investments, retirement plans, and estate planning. By working with a tax advisor, Columbus, IN residents can have peace of mind knowing that their financial affairs are in order and that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Columbus, IN can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that addresses the unique needs and circumstances of each client. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. In Columbus, IN, where the population is growing rapidly and the median age is 38.2 years old, estate planning is especially important for families with young children who need to ensure their children are provided for in the event of their untimely death. Additionally, an estate planning lawyer can assist with Medicaid planning, which is critical for residents of Columbus, IN who may require long-term care in the future. With the help of an estate planning lawyer, residents of Columbus, IN can have peace of mind knowing their assets are protected and their loved ones are provided for.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Columbus, IN can provide a plethora of wealth management services to affluent individuals and families. These services include investment management, tax planning, estate planning, retirement planning, and risk management. Columbus, IN is a city that boasts a rich history and a vibrant economy, making it an ideal place for wealth management services. The wealth manager can help clients navigate the complexities of the local tax laws and regulations, which can be particularly challenging in a city with such a diverse economy. Furthermore, the wealth manager can help clients develop a comprehensive wealth management plan that takes into account their unique financial goals and objectives, while also addressing the challenges and opportunities presented by the local economy. Overall, a wealth manager in Columbus, IN can provide invaluable support and guidance to clients looking to build and protect their wealth in a dynamic and ever-changing economic landscape.

Columbus, IN is the ideal place to secure a wealth manager due to its thriving economy and strong financial sector. With a population of just over 47,000, this small city boasts an impressive array of financial institutions and investment firms, providing residents with access to top-notch financial services. Moreover, Columbus, IN is home to a number of highly-rated wealth management firms that specialize in helping clients achieve their financial goals through personalized investment strategies. These firms are staffed by experienced financial professionals who possess a deep understanding of the local market and can offer expert advice on a wide range of investment options. Whether you're looking to grow your portfolio or plan for retirement, Columbus, IN has the resources and expertise to help you achieve your financial objectives.